See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,587 | $138,065-50.3% | $123,544-44.5% | $135,375-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.72% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,384 | $5,151-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $10,193 | $6,799+49.9% | $6,426+58.6% | $5,609+81.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |